
When this happens...
Document Is Sent
Document Completed
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Get web agent created within schedule time
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create and store a prompt for future use.
Create a new conversational pathway.

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To start, connect both your Xodo Sign and Bland.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Bland.ai (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Bland.ai. This includes choosing which data fields go into which fields of Bland.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Bland.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Bland.ai. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn MoreBland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
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